Carleton Place Insurance Brokers is a proud member of the community, and is well-known to residents of Carleton Place. They provide general insurance including home, auto, business, farm, recreational, as well as life insurance and investments.

The experienced and knowledgable staff at CP Insurance Brokers would look forward to meeting you, and getting to know you and your insurance needs.

I began my banking career more than 30 years ago and worked for four institutions in Canada and England. Seeing the opportunity to work for the client, I am thrilled to celebrate my rebranding as a self-employed mortgage agent with Mortgage Brokers Ottawa.

I am an advocate for my clients and while utilizing my extensive background in personal finance, I promote financial independence and success for individuals, couples, and families as it applies to mortgage needs.

I am passionate about Canadian small business, women in business, and the financial success of our young people.

I am currently the President of the Carleton Place and District Chamber of Commerce and am honoured lead a strong Board in being the voice of business in the community. I work closely with many groups and organizations including the Town of Carleton Place, Women Entrepreneurs of Lanark and Leeds (Valley Heartland), and The Women’s Business Group. I thoroughly enjoy volunteering my time as a mentor for women with new or existing business.

It would be my pleasure to provide you with exceptional service for your mortgage needs. Please visit my website for testimonials from current clients.

At Liberty we keep things simple and take care of your tax needs. Service is in our name, and it’s what we deliver. Local ownership means that at Liberty you’ll find tax preparers who live in your community and who make the experience worth repeating, year after year.

Since 1997, millions of Canadians have trusted Liberty to handle their yearly interaction with the CRA. Our tax preparers are supported by cutting edge tax software. They will get you the maximum refund, fast. Their accuracy and your satisfaction are guaranteed.

Residential and Commercial Mortgages

Banking services and 24 hour bank machines.

Since our incorporation as a Canadian chartered bank in 1869, RBC
has grown to become one of North America’s leading diversified financial
services companies providing banking, wealth management, insurance and
capital markets services on a global basis. We demonstrate our vision of
“always earning the right to be our clients’ first choice” through our values
– service, teamwork, responsibility, diversity and integrity.

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

Preparing for an appointment

The most important step in providing clear financial solutions is understanding your needs. When we meet, here’s the information we’ll need for both you and your spouse:

– Salary or income, investments and insurance amounts
– Pension and registered savings information
– Assets and debts
– Financial information for any business you own